Daniel Finnerty
Daniel Finnerty is a registered investment advisor at Kingsbury Capital Investment Advisors LLC, based in Wilmette, IL, with 14 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 250 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
Wilmette, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is an investment advisory representative at Kingsbury Capital Investment Advisors, LLC, dedicating about 10-20% of his time. He also provides operational support for Kingsbury Capital through Fincor Financial Partners, LLC, taking about 10-20% of his time, and co-owns Finnerty Beck, LLC, spending minimal time on this franchise ownership.
Employment History
Current Registrations
Kingsbury Capital Investment Advisors LLC
Previous Registrations
Sw FinancialBroker
Kingsbury Capital, INC.Broker
Freedom Investors CORP.Broker
Spencer Trask Ventures, INC.Broker
Brewer Financial Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.